Premier Path Wealth Partners, LLC Incresed Positions in Q3 2025

Premier Path Wealth Partners, LLC

  • $777 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.37K
+ 1.69%
$202.38 - $256.87 $480K - $609K
143K $36.3B
NVDA
Nvidia Corp

Technology
2.75K
+ 1.94%
$153.3 - $186.58 $421K - $513K
144K $26.9B
GOOGL
Alphabet Inc.

Communication Services
885
+ 2.03%
$174.36 - $254.72 $154K - $225K
44.5K $10.8B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
25.9K
+ 14.35%
$60.01 - $65.01 $1.55M - $1.68M
206K $13.4B
TSLA
Tesla, Inc.

Consumer Cyclical
602
+ 3.57%
$293.94 - $444.72 $177K - $268K
17.4K $7.76B
AVGO
Broadcom Inc.

Technology
204
+ 0.62%
$264.74 - $369.57 $54K - $75.4K
33.2K $10.9B
MSFT
Microsoft Corp

Technology
1.08K
+ 2.04%
$491.09 - $535.64 $530K - $578K
54.1K $28B
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.91K
+ 176.67%
$404.94 - $499.99 $1.18M - $1.45M
4.55K $2.21B
MUB
Ishares National Muni Bond ETF

ETFs
11.6K
+ 30.46%
$103.24 - $106.68 $1.2M - $1.24M
49.8K $5.3B
FISV
Fiserv Inc

Technology
8.47K
+ 314.33%
N/A
11.2K $1.44B
XLF
Financial Sector Spdr

ETFs
9.86K
+ 4.0%
$51.37 - $54.25 $507K - $535K
256K $13.8B
JNJ
Johnson & Johnson

Healthcare
2.03K
+ 13.12%
$155.17 - $185.42 $315K - $376K
17.5K $3.25B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.39K
+ 1.96%
$108.46 - $120.63 $151K - $168K
72.3K $8.59B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
12.4K
+ 5.6%
$50.73 - $52.47 $627K - $649K
233K $12.2B
JPM
Jpmorgan Chase & CO

Financial Services
223
+ 0.87%
$282.78 - $316.06 $63.1K - $70.5K
25.7K $8.12B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.51K
+ 7.46%
$82.38 - $83.0 $701K - $706K
122K $10.2B
CVX
Chevron Corp

Energy
2.85K
+ 22.72%
$145.57 - $161.83 $415K - $462K
15.4K $2.39B
DFAI
Dimensional ETF Tr

ETFs
7.42K
+ 4.2%
$34.05 - $36.55 $253K - $271K
184K $6.69B
ORCL
Oracle Corp

Technology
421
+ 5.7%
$218.96 - $328.33 $92.2K - $138K
7.81K $2.2B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.55K
+ 7.36%
$98.52 - $103.93 $448K - $473K
66.3K $6.83B
ABBV
Abb Vie Inc.

Healthcare
98
+ 0.87%
$184.85 - $231.54 $18.1K - $22.7K
11.3K $2.62B
HOOD
Robinhood Markets, Inc.

Technology
1.91K
+ 39.39%
$91.27 - $143.18 $175K - $274K
6.77K $969M
AVUV
American Centy ETF Tr Avantis

ETFs
1.96K
+ 5.52%
$90.37 - $102.12 $177K - $201K
37.6K $3.74B
APP
App Lovin Corp

Technology
391
+ 68.36%
$335.1 - $718.54 $131K - $281K
963 $692M
BK
Bank Of New York Mellon Corp

Financial Services
63
+ 0.26%
$90.65 - $109.75 $5.71K - $6.91K
24K $2.61B
AMZN
Amazon Com Inc

Consumer Cyclical
1.92K
+ 3.19%
$211.65 - $238.24 $406K - $457K
62K $13.6B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.39K
+ 5.44%
$45.72 - $47.27 $338K - $349K
143K $6.73B
DBND
Doubleline ETF Tr Opportunisti

ETFs
8.2K
+ 6.04%
$45.57 - $46.76 $374K - $383K
144K $6.7B
Arista Networks Inc
178
+ 2.0%
N/A
9.07K $1.32B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
2.33K
+ 6.27%
$68.27 - $75.58 $159K - $176K
39.5K $2.93B
IVV
Ishares Core S&P 500 ETF

ETFs
37
+ 0.47%
$620.67 - $670.08 $23K - $24.8K
7.96K $5.33B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
2.64K
+ 3.04%
$34.31 - $38.09 $90.4K - $100K
89.5K $3.39B
AVLV
American Centy ETF Tr Avantis
290
+ 0.32%
$68.33 - $72.69 $19.8K - $21.1K
89.6K $6.47B
OUSM
Alps ETF Tr Oshares U S Small

ETFs
5.69K
+ 7.16%
$42.79 - $45.73 $244K - $260K
85.2K $3.82B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
8.29K
+ 5.54%
$37.5 - $40.3 $311K - $334K
158K $6.3B
HD
Home Depot, Inc.

Consumer Cyclical
112
+ 1.36%
$357.4 - $423.42 $40K - $47.4K
8.34K $3.38B
TJX
Tjx Companies Inc

Consumer Cyclical
388
+ 2.7%
$121.35 - $144.54 $47.1K - $56.1K
14.7K $2.13B
CAT
Caterpillar Inc

Industrials
200
+ 6.86%
$390.92 - $477.15 $78.2K - $95.4K
3.12K $1.49B
LOW
Lowes Companies Inc

Consumer Cyclical
658
+ 10.37%
$215.01 - $273.02 $141K - $180K
7K $1.76B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.98K
+ 6.75%
$62.09 - $66.51 $185K - $198K
47.1K $3.08B
XSVM
Invesco S&P Smallcap Value Wit

ETFs
2.27K
+ 4.92%
$51.33 - $58.15 $116K - $132K
48.4K $2.73B
INTC
Intel Corp

Technology
2.76K
+ 12.78%
$19.31 - $35.5 $53.3K - $97.9K
24.4K $817M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.3K
+ 3.94%
$39.37 - $44.24 $90.6K - $102K
60.6K $2.65B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.25K
+ 7.35%
$81.61 - $86.58 $184K - $195K
32.8K $2.8B
DHI
Horton D R Inc

Consumer Cyclical
385
+ 6.45%
$129.82 - $184.04 $50K - $70.9K
6.35K $1.08B
American Centy ETF Tr
2.54K
+ 7.0%
N/A
38.8K $2.67B
WMT
Walmart Inc.

Consumer Defensive
1.48K
+ 5.33%
$94.4 - $104.27 $140K - $155K
29.3K $3.02B
SPY
Spdr S&P 500 ETF Trust

ETFs
220K
+ 24581.34%
$617.65 - $666.84 $136M - $147M
221K $818M
MRK
Merck & Co., Inc.

Healthcare
2.53K
+ 27.58%
$77.6 - $87.37 $196K - $221K
11.7K $981M
Activity Summary
Buys All Purchases 248 New Holdings 14 Increased Positions 234 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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